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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,857 |
DUNBAR, BENDER & ZAPF, INC.5+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $5,485 |
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $596 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,510 | $49,138-9.4% | $84,021-47.0% | $65,185-31.7% |
| Participation rate | 99.4% | 60.7%+38.6pp | 69.0%+30.3pp | 70.2%+29.2pp |
| Annual return | 19.18% | 23.00%-3.8pp | 71.32%-52.1pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,150 | $914+25.9% | $1,984-42.0% | $2,177-47.1% |
| Participant deferral / active EE | $3,305 | $2,397+37.9% | $3,239+2.0% | $3,514-5.9% |
| Admin fee / account holder | $247 | $543-54.5% | $6,102-95.9% | $847-70.8% |